Institutional Ownership Waters Corp (WAT)
This table provides information about the institutional ownership of Waters Corp (WAT). We have compiled data on the 830 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
9
shares
|
$2,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
9
shares
|
$2,672
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
8
shares
|
$2,375
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
8
shares
|
$2,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
8
shares
|
$2,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7
shares
|
$2,078
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
7
shares
|
$2,078
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7
shares
|
$2,078
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
7
shares
|
$2,078
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
7
shares
|
$2,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
7
shares
|
$2,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$1,781
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$1,781
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
5
shares
|
$1,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$1,484
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
5
shares
|
$1,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
5
shares
|
$1,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5
shares
|
$1,484
0.0% of portfolio
|
Q2 2023
Added 66.67%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5
shares
|
$1,484
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4
shares
|
$1,187
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
4
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
3
shares
|
$890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3
shares
|
$890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3
shares
|
$890
0.0% of portfolio
|
Q1 2025
Added 200.0%
|